How do I automate date based events?

Salesmate provides you the option to create and capture date based custom fields. You would like to capture some important dates like birthdates, anniversary date, contract start date, etc. Not just capture but be reminded to follow up on those days. With the power to create custom fields and run the workflows on them, Salesmate lets you achieve your desired target to be reminded and follow up with them.

How can you achieve this?

Taking an example of birthdate and sending out an automated birthday greeting to the concerned contact. Follow the below steps to achieve it:

Create a custom field for birth date

Update existing data with birthdates

Note: The birthdate has to be a future date ( Thus if someone's birthdate is 02/14/1984. Save it as 02/14/2020 i.e. such that the system should be able to detect it's next occurrence )